Sequoia Financial Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Sequoia Financial Advisors, LLC
- $13 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
358Shares Held
74.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
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Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
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Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$141 Million1.73% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio